Something More with Chris Boyd

Chris’ guest is Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. They discuss what’s happening in Washington and how it affects investors.

Things to look o…

Nicholas Membrillo, Senior Mortgage Lender at Peoples Home Equity (aka Cardinal Financial), talks with Chris and Scott about real estate and mortgage financing in the greater Nashville market.

He tou…

Chris and Cathi talk about the Covid-19 Delta variant trends.

Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled), Mike Perna and Jeff Tomaneng of AMR join Chris to tal…

Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before Treasury can issue more debt (e.g., bonds) to p…

The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II.

Scott shares financial planning tip…

Chris and Brian discuss performance for the first half of 2021 and the factors driving the market.

The S&P average annual returns have been at 14% for the prior decade and the all-stock index has sur…

Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why they are important.

Brian discusses how ene…

Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financ…

Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credi…

Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US?

Brian and Scott review highlights from AMR’s recent tax webinar…

Chris introduces AMR’s Margaritas & Money program.  Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and hi…

Brian talks about stock valuations and what drives P/E (price-to-earnings ratios). He also discusses how real estate investments fit into a portfolio during today’s real estate boom.

Jeff Perry shares lessons from his personal financial journey. He suggests:

1. Writing down goals, amending them annually, and reviewing them quarterly to stay accountable.
2. Do not get emotionally invol…

The AMR team discusses saving for college. Their key advice is something is better than nothing and it’s better to start sooner than later (use the power of compounding to your advantage).

529 plans …

Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity?

AMR talks about some of the family dynamics when the financial family …

Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses:

• the difference between dementia and Alzheimer’s,
• signs to watch out for – mood changes, fatigue, etc.,
• c…